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Home > Institutional Investor > Fundamentun, Llc > Profile

Instuitional Investor - Fundamentun, Llc

Fund Profile
Filing Period:
Fund Name: Fundamentun, Llc
Portfolio Value $844,984,552
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 462,148 $48,631,915 5.75%
2.
Alps Etf Trust
 1,648,434 $42,842,800 5.07%
3.
Wisdomtree Tr
 574,981 $40,409,689 4.78%
4.
Pimco Equity Ser
 1,056,411 $30,815,509 3.64%
5.
Vanguard Bond Index Funds
 BND 409,768 $30,138,458 3.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)